Trust Administration

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Trusts are flexible tools often utilized in estate planning. By placing your assets in a trust, you can ensure they are managed, invested, and distributed according to your wishes, even after your death. First Citizens administers a wide variety of trusts with a consistent focus on following the instructions provided in the trust document. Likewise, the Last Will and Testament is a central part of any estate plan.

Summary

First Citizen can administer all types of trusts, including:

Supporting an elderly relative

Creating future security for a disabled loved one

Managing your assets if you become incapacitated

Making large charitable gifts

Providing long-term asset management for your family after your death

Transferring assets to a younger generation (under the terms you specify)